SBI Large Cap Fund Direct Growth

Scheme code: INF200K01QX4 NAV value: ₹ 96.0260 NAV date: 19 March, 2026 TER: 0.82%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-30.44	98.07	13.67	17.35	11.75
3 year	-6.17	32.96	15.29	15.22	15.29
5 year	-0.24	27.21	15.01	14.75	14.86
7 year	8.43	18.59	14.10	14.05	13.45
10 year	11.76	18.12	15.20	15.02	13.98
12 year	14.67	17.60	16.11	16.12	14.88

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.35
3 year	6.28	30.95	15.04	15.22
5 year	8.38	26.02	14.22	14.75
7 year	10.18	15.62	12.93	14.05
10 year	11.42	12.93	12.18	15.02
15 year	-5.65	15.88	6.78

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-15.41	24.32	-0.37	17.35
3 year	9.08	26.46	18.8	15.22
5 year	3.67	28.39	14.12	14.75
7 year	8.54	16.39	12.66	14.05
10 year	12.91	14.35	13.63	15.02

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.35
3 year	6.56	19.64	13.57	15.22
5 year	9.22	12.29	10.75	14.75

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,87,909 - Absolute Returns: ₹87,909 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,75,615 - Absolute Returns: ₹8,75,615 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,69,396 - Absolute Returns: ₹26,69,396 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,84,798 - Absolute Returns: ₹56,84,798 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,58,33,017 - Absolute Returns: ₹1,38,33,017 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,64,89,658 - Absolute Returns: ₹2,20,89,658 - CAGR: %

Drawdown Metrics

Max Drawdown

-37.08 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-4.02 %

Calmar Ratio by Duration

1 Y

0.4679

3 Y

0.4105

5 Y

0.3978

7 Y

0.3789

10 Y

0.4051

12 Y

0.4348

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.54	0.94	94.5	90.8	6.68 %	4.00 %
3 years	3.02	0.89	91.8	87.0	13.77 %	11.28 %
5 years	2.33	0.91	92.1	88.7	11.51 %	9.44 %
7 years	2.80	0.93	94.0	90.7	13.25 %	10.74 %
10 years	1.79	0.93	93.7	91.3	13.48 %	12.06 %
12 years	1.35	0.93	93.7	91.2	11.12 %	10.00 %
15 years	0.97	0.93	93.7	91.2	8.80 %	7.92 %